Create onboarding tasks and shared client folders after proposal
Create onboarding tasks and shared client folders after proposal
Your client onboarding depends on proposals; manual setup stalls tasks and missing files delay billing. It creates tasks, shared folders, and sheet links so operations can begin that day.
Overview
Accepted proposals shouldn’t restart manual setup every time—missing folders and unchecked tasks slow kickoff and push out billing. This flow provisions the project, shared and private folders, copies templated documents, and updates your tracking sheet so operations can begin client work the same day.